Anic Equity¶
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Total return since start: 0.575 %¶
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Equity now: -----------------------------> 48105.99 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46711.11 Kr¶
PnL: ---------------------------------------> -177.46 Kr¶
DD now: ---------------------------------> -1.077 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-16 16:12:08.381163'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 3.260000 | 2884.000000 | 248.000000 | 9.410000 | 2636.000010 |
| Beijer Electronics Group | 26 | 1.160000 | 3172.000000 | 201.000000 | 6.770000 | 2971.000006 |
| Corem Property Group B | 59 | 6.700000 | 686.170000 | 109.170000 | 18.920000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 7.060000 | 455.000000 | 100.000000 | 28.170000 | 355.000000 |
| HMS Networks | 2 | 1.630000 | 723.600000 | 50.600000 | 7.520000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 0.680000 | 2970.000000 | 43.000000 | 1.470000 | 2927.000000 |
| Boozt | 12 | 1.080000 | 1688.400000 | 34.400000 | 2.080000 | 1653.999996 |
| Samhällsbyggnadsbo. i Norden D | 12 | 5.280000 | 272.880000 | 26.880000 | 10.930000 | 246.000000 |
| Midsona B | 63 | 2.660000 | 607.950000 | 24.950000 | 4.280000 | 582.999984 |
| MedCap | 2 | 4.720000 | 444.000000 | 23.000000 | 5.460000 | 421.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 3.550000 | 581.700000 | 19.700000 | 3.510000 | 562.000005 |
| Nordea Bank Abp | 29 | 0.710000 | 3473.620000 | 19.620000 | 0.570000 | 3453.999992 |
| OEM International B | 7 | 1.960000 | 547.400000 | 19.400000 | 3.670000 | 527.999997 |
| Intrum | 4 | 2.370000 | 545.000000 | 18.000000 | 3.420000 | 527.000000 |
| CTEK | 13 | 6.300000 | 550.550000 | 16.550000 | 3.100000 | 533.999999 |
| Coor Service Management Hold. | 8 | 0.220000 | 547.200000 | 15.200000 | 2.860000 | 532.000000 |
| Eastnine | 4 | 0.000000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| Karnov Group | 9 | -0.490000 | 549.000000 | 13.000000 | 2.430000 | 536.000004 |
| Norva24 Group | 16 | 0.290000 | 554.880000 | 11.880000 | 2.190000 | 543.000000 |
| Resurs Holding | 22 | 0.110000 | 585.640000 | 11.640000 | 2.030000 | 573.999998 |
| Essity A | 4 | 0.000000 | 1158.000000 | 9.000000 | 0.780000 | 1149.000000 |
| AcadeMedia | 12 | 0.560000 | 564.480000 | 7.480000 | 1.340000 | 557.000004 |
| Essity B | 2 | 0.590000 | 579.800000 | 5.800000 | 1.010000 | 574.000000 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Handelsbanken A | 5 | 0.370000 | 547.750000 | 1.750000 | 0.320000 | 546.000000 |
| Swedbank A | 3 | 0.530000 | 564.000000 | 0.000000 | 0.000000 | 564.000000 |
| Securitas B | 6 | 0.790000 | 568.080000 | -1.920000 | -0.340000 | 570.000000 |
| SAAB B | 8 | 1.660000 | 3336.800000 | -40.200000 | -1.190000 | 3377.000000 |
| International Petroleum Corp. | 5 | 3.070000 | 536.500000 | -58.070000 | -9.770000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.650000 | 3787.000000 | -63.000000 | -1.640000 | 3850.000000 |
| Vivesto | 1368 | 0.360000 | 535.440000 | -77.560000 | -12.650000 | 612.999432 |
| OX2 | 18 | -1.700000 | 1508.400000 | -155.600000 | -9.350000 | 1663.999992 |
| Axfood | 13 | 0.510000 | 3573.700000 | -182.300000 | -4.850000 | 3756.000001 |
| Ovzon | 52 | 2.260000 | 3062.800000 | -299.200000 | -8.900000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.200000 | 3458.000000 | -353.000000 | -9.260000 | 3810.999990 |
| TOTAL | 46704.340000 | -184.230000 | -1.09124% | 46888.564618 |
Updated:¶
'2023-01-16 16:11:02.779325'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
